
A Guaranteed Income for Life?
Jim Lorenzen, CFP®, AIF® In a previous post I talked about how everyone now has to be his/her own actuary, if they want to create
Jim Lorenzen, CFP®, AIF® In a previous post I talked about how everyone now has to be his/her own actuary, if they want to create
… and what it means to your retirement income – particularly your Social Security taxation in retirement. Jim Lorenzen, CFP®, AIF® Most people believe that
Jim Lorenzen, CFP®, AIF® Generational planning didn’t seemimportant for old age financial security in my grandparent’s day. They were living at a time when Social
Jim Lorenzen, CFP®, AIF® Most of us want to learn how to diversify investments so we can reduce investment risk – but it may be
During his campaign, President Donald Trump pledged not to reduce Social Security benefits. He even proposed eliminating taxation on Social Security benefits, which would enable higher-income beneficiaries to retain more of their income.
Rise of avocados is a powerful lesson in understanding how markets evolve